Financial Service Associate

Date: 3 weeks ago

Area: Singapore, Singapore

Salary: SGD 3,500 - SGD 6,000 per month

Contract type: Full time

Client Interaction: Assisting clients with their financial needs, providing advice, and building rapport to foster long-term relationships.
Financial Planning: Gathering and analyzing client data, creating financial plans, and recommending tailored solutions.
Product Knowledge: Understanding various financial products, including investments, insurance, and tax planning strategies, and recommending appropriate products.
Communication: Effectively communicating with clients, explaining complex financial concepts, and providing clear and concise advice.
Compliance: Ensuring adherence to regulatory requirements and industry standards.
Learning and Development: Continuing education and training to enhance their financial planning expertise.
Teamwork: Collaborating with senior advisors and other team members to provide comprehensive client service.

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